Never select an ending date beyond today's date. This can trigger future transactions and result in insufficient funds.

For Direct Debit File, you can enter an override batch date that displays instead of the scheduled payment date.

For a transfer type other than Abundant, Vanco, or ACH File, enter the name of the file provided to you.

Click Next, and review your list of transactions. If needed, add or edit any information.

If a transaction is a memorial donation, select it and click Memorial Donation. Select or enter a member or non-member name, then click Select/OK.

When you're ready to post to the selected records, click Next.

To begin transferring, click Process eGiving.

Useful Information

Each file is transmitted to the company of your choice, and the transactions post to the Family window.

When the transfer is complete, select the reports you want to print.

Posted transactions are marked with one of the following values in the Check column:

Check Value

What it means

EFT

Transactions posted with Vanco Payment Solutions, ParishPay, FACTS, or SMART types. This displays after the funds have been received.

EFT-Pend

Pending transactions posted with ACH file types. This is similar to an entry for a check that hasn't cleared the bank yet. Use the report from your eGiving company to manually change the status of any entry that is in error or denotes insufficient funds.

EFT-Req

A payment is required from the family. This is automatically marked during the Pledge Card quick posting if you add an initial payment for a family who wants to pay electronically. You can then enter the family's account information and the initial transaction date. After you run the eGiving and the Check Batch Status processes, this is replaced by EFT, EFT-ISF, or EFT-Error.

EFT-ISF

Insufficient funds. This doesn't count as a payment or count toward the totals.

EFT-Error

Error during processing. This doesn't count as a payment or count toward the totals.

Online

Transactions were posted online with Vanco Payment Solutions.

Additional Field Information

Transfer TypeSelect a type based on the company you use for fund transfers.

Abundant — Pulls transactions and donor information from Abundant based on the activities you set up and the specified date range. PDS attempts to match transactions with families based on email address or name. If a new family gives, you can add them in PDS.

Transactions are posted every bank day (excluding weekends and holidays) at 3:00 pm EST. All transactions that have been submitted since the last time transactions were posted will be placed in two batches: one for credit card transactions and one for ACH (checking and savings transactions). These batches represent deposits made to the church's bank account for that day.

Vanco - Auto Connect — Uses the credit card and checking/savings account information stored on the Vanco website instead of sending it from the PDS data file. Your parishioners can link directly from your parish website to secure donation pages. From there, they can make one-time donations/payments or set up a series of automatic donations/payments. If a new record is found online, you can add it in PDS before posting.

Vanco - Classic Import — Receive a file from Vanco to use with this quick posting. Only valid transactions are imported. Contact Vanco Payment Solutions at 800-675-7430 or CS@VancoPayments.com to inform them that you want to receive data files for importing.

Acceptiva — Receive a file from Acceptiva to use with this quick posting. You can import the file whether or not an ID number is present.

ACH File — This creates a file based on the information you enter for accounts, date of transaction, and amounts. Send this file to the company and receive the results at a later time. You can fix any transactions that are reported by the company as ISF or in error. Make sure you've set up your bank information.

e-Contributions-Paluch's Electronic Giving — Receive a file from e-Contributions to use with this quick posting. Only valid transactions are imported.

EFT Corporation — Allow your members to set up electronic offerings to be automatically transferred from their accounts.

Faith Direct — Receive a file from Faith Direct to use with this quick posting. The information from the file posts to matching transactions on the History and Keywords tab.

FACTS — Receive a file from FACTS to use with this quick posting. Download two different files – one for tuition payments and another for late fees. Only valid transactions are imported. If a new record is found in the file, you can add it before posting.

FACTS with Activity/Fund — Works just like FACTS, except you import a single .csv file. If a new record is found in the file, you can add it before posting.

FACTS with Sub-Accounting — Works just like FACTS, except you can break a single amount into tuition and fees. For example, if you post a $300 payment to a fund, you can split it between two entries: Tuition = $250 and Monthly Fee = $50. If a new record is found in the file, you can add it before posting.

First Payment Systems — Receive a file from First Payment Systems to use with this quick posting. The file includes the fund activity name, such as Offering or Christmas Donation. Only valid transactions are imported.

GFTS eGiving — Receive a file from GFTS eGiving to use. The file includes the fund activity name, such as Offering or Christmas Donation. Only valid transactions are imported.

Give Central — Receive a file from Give Central to use with this quick posting.

Format 1 (Formerly Good Shepherds Bank) — Receive a file in the format specified for this format. This was formerly used with Good Shepherds Bank.

myEoffering — Provided by Church Budget. Includes checking, savings, and credit cards. An agreement is required before using this service.

NCS E-Giving — Receive a file from NCS E-Giving to use with this quick posting.